Original filing (PDF)20250607061941NAL0009603715001

PEREZ- EGUIARTE & ASSOC

Name: PEREZ- EGUIARTE & ASSOC — PEREZ- EGUIARTE & ASSOC 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: PEREZ- EGUIARTE & ASSOC

Form 5500-SF

FILING_RECEIVED

PEREZ- EGUIARTE & ASSOC 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$302K

Net assets (EOY)

$302K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEREZ- EGUIARTE & ASSOC.

Plan sponsor

Name

PEREZ- EGUIARTE & ASSOC

EIN

26-2264465all filings

Address

2987 CLAIRMONT ROAD · SUITE 130 · ATLANTA, GA · 30329

Phone

(404) 483-2612

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